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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-19 |
| PA | RA | APPROVED | 2024-01-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stellwagen Financial Services,Inc | Bryn Mawr | PA | 01/1990 | Present |
| Woodbury Financial Services, Inc | Bryn Mawr | PA | 12/2010 | 01/2024 |
| Osaic Wealth, Inc. | Bryn Mawr | PA | 01/2024 | Present |
1) STELLWAGEN FINANCIAL SERVIESINC; NONINV RELATED; 12 ELLIOTT AVE, BRYN MAWR PA 19010; GROUP HEALTH EMPLOYEE BENEIFTS, GROUP PRODUCTS,LIFE DISABILITY,LTC,IND HEALTH INS; PRESIDENT OWNER & SELF; 09/01/1985; 20HR/MON; 20HR/MON; SALES/SERVICE. 2)STELLWAGEN FINACIAL SERVICES INC; NONINV RELATED; 12 ELLIOTT AVE, BRYN MAWR PA 19010; GROUP HEALTH INSURANCE,VOLUNTARY BENEFITS; SELF/SALES; 10/27/1985; 15HR/MON; 15HR/MON; SALES. 3) CHARLOTTE STELLWAGEN AND THOMAS C STELLWAGEN OFFICE BUILDING POSITION: 50% Owner NATURE: Currently procuring a Deed on the property as Jt Tenants in Common with my brother: Thomas C. Stellwagen, IV. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/07/2017 ADDRESS: 12 Elliott Ave, Bryn Mawr PA 19010 DESCRIPTION: Ownership of building. On going upkeep of the office building of which both our businesses are in. 4) CHARLOTTE STELLWAGEN POSITION: Advisor NATURE: Sole Prop INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 03/26/2019 ADDRESS: P.O. Box 410, 12 Elliott Ave., Bryn Mawr PA 19010, United States DESCRIPTION: Analyze both the short and long term financial impact of different divorce settlements
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-03 |
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